The Malaysian firm has onboarded more covered call strategies for income generation, Affin Bank’s head of wealth investment advisory, Wong Kok Hong tells FSA.
The Malaysian firm has onboarded more covered call strategies for income generation, Affin Bank’s head of wealth investment advisory, Wong Kok Hong tells FSA.
Amid elevated equity–bond correlations, certain hedge fund styles are likely to improve diversification and limit downside risk, Belle Liang, chief investment officer, CIO & investment advisory, Hang Seng Bank tells FSA.
Amid elevated equity–bond correlations, certain hedge fund styles are likely to improve diversification and limit downside risk, Belle Liang, chief investment officer, CIO & investment advisory, Hang Seng Bank tells FSA.
The Growth Equity Strategies Team at Loomis Sayles, an affiliate of Natixis Investment Managers, demonstrates that patience, discipline and conviction result in consistent, peer-leading risk-adjusted compounding over cycles.
Amid elevated equity–bond correlations, certain hedge fund styles are likely to improve diversification and limit downside risk, Belle Liang, chief investment officer, CIO & investment advisory, Hang Seng Bank tells FSA.
The Malaysian firm has onboarded more covered call strategies for income generation, Affin Bank’s head of wealth investment advisory, Wong Kok Hong tells FSA.
The Malaysian firm has onboarded more covered call strategies for income generation, Affin Bank’s head of wealth investment advisory, Wong Kok Hong tells FSA.
Amid elevated equity–bond correlations, certain hedge fund styles are likely to improve diversification and limit downside risk, Belle Liang, chief investment officer, CIO & investment advisory, Hang Seng Bank tells FSA.
Source: FE Fundinfo. All relevant fund data converted to US dollars for comparative purposes. Performance, alpha and volatility are annualised over three years with data as reported at the end of last month. Information ratio (IR) aims to measure a portfolio manager’s consistent ability to generate excess returns relative to a benchmark. The higher the IR, the more consistent the manager is.
Based on the popular 80s card game, each week we select an asset class and use FE fundinfo data to compare two funds based on their three-year performance, assets under management, alpha, volatility, ongoing charges and information ratio to decide which is the Top Trump.
This week, the JPMorgan SAR Asian fund defeats the Fidelity Asian Special Situations fund: 5-1
Fidelity Asian Special Situations fund
The fund aims to achieve capital growth long term and invests at least 70% (and normally 75%) of its assets, in equities of companies that are listed, headquartered or do most of their business in Asia (excluding Japan) including emerging markets.
Top 10 holdings:
TSMC 9.8%
SK Hynix 9.4%
Samsung Electronics 9.4%
Mediatek 4.1%
Tencent 4.0%
Samsung Electro Mechanics 4.0%
Uinimicron Technology 3.2%
Elite Material 3.1%
Advanced Micro-Fabrication Equiptment inc China 3.0%
Ase Tech 2.9%
JPMorgan SAR Asian fund
The fund aims to provide investors with long term capital growth in US dollar terms through a portfolio consisting primarily of securities of companies based or operating principally in the Asia-Pacific region, excluding Japan and Hong Kong.
Amid elevated equity–bond correlations, certain hedge fund styles are likely to improve diversification and limit downside risk, Belle Liang, chief investment officer, CIO & investment advisory, Hang Seng Bank tells FSA.